+605.1%
RVMD vs DOV
+73.8%
+531.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.3% |
| 7D | -3.0% | -2.0% | -1.0% | -1.9% |
| 30D | -0.7% | -8.9% | +8.2% | +4.6% |
| 3M | +36.5% | -13.3% | +49.8% | +46.9% |
| 6M | +104.6% | -9.7% | +114.3% | +113.6% |
| YTD | +155.8% | -2.5% | +158.3% | +153.1% |
| 1Y | +340.7% | +7.2% | +333.4% | +309.0% |
| 3Y | +519.9% | +39.4% | +480.5% | +384.4% |
| 5Y | +584.9% | +15.8% | +569.1% | +485.7% |
| All | +605.1% | +73.8% | +531.3% | +357.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling